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What are the benefits of becoming a Certified Financial Planner (CFP)?

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If you are an accountant who wants to expand your skills and services, becoming a Certified Financial Planner (CFP) might be a great option for you. A CFP is a professional who helps clients plan their financial goals and manage their assets. To become a CFP, you need to meet certain education, experience, and ethical requirements, as well as pass a comprehensive exam. In this article, we will explore some of the benefits of becoming a CFP and how it can boost your accounting career.

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1 Higher income potential

One of the main benefits of becoming a CFP is that you can increase your income potential as an accountant. According to the Bureau of Labor Statistics, the median annual wage for accountants and auditors was $73,560 in 2020, while the median annual wage for personal financial advisors was $89,330. By adding CFP credentials to your resume, you can attract more clients who are willing to pay for your expertise and advice. You can also charge higher fees for your services, as CFPs are recognized as having a high standard of competence and professionalism.

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Leandro Lima, CEA

Especialista em Investimentos Santander AAA | LinkedIn Creator
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Um Planejador Financeiro Certificado oferece diversos benefícios, como: Profissional: O CFP é internacionalmente reconhecida. Ter essa certifica??o aumenta a credibilidade perante os clientes. Competência técnica: A certifica??o exige um conhecimento abrangente em diversas áreas do planejamento financeiro, incluindo investimentos, seguros, impostos, sucess?o patrimonial, aposentadoria, planejamento imobiliário, entre outros. Oportunidades de Carreira: A certifica??o CFP abre portas para oportunidades na carreira, como cargos de lideran?a em institui??es financeiras, ou abrir o próprio escritório de consultoria. Sem dúvidas é uma certifica??o que agrega tanto em conhecimento, credibilidade e retorno financeiro para o profissional.

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David Kapoyos, CFP?

Certified Financial Planner | Branding & Online Marketing Specialist | Online Content Creator.
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Menjadi Perencana Keuangan harus dengan standar pengetahuan dan etika yang baik. Dengan memiliki sertifikasi, dan bukti nyata berupa ilmu yang dibagikan, seorang perencana keuangan dapat memberikan VALUE ke masyarakat.

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Heather Marie Pentangelo Fischetti

Entrepreneur?Teaching others how money works ?Building entrepreneurs into legacy makers?Creating peace of mind for families #nofamilyleftbehind
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Money is very important but one thing about obtaining that certified financial planner title is that we are there for it all. Personal and business finances, debt solutions, investments and portfolios, retirement planning, setting up business accounts, and insurance needs. A full spectrum financial services firm is your best bet and they will have CFPs and Advisors there to help with all your financial needs.

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Daiane Tavares

Consultora Financeira Pessoal
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Acredito que a certifica??o traz um diferencial para o histórico do profissional, mas n?o vejo como fator determinante para o aumento da renda, nos dias de hoje saber gerir as redes sociais trabalhando para atingir o público alvo acaba gerando mais potencial financeiro do que a certifica??o em si.

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2 Broader service offerings

Another benefit of becoming a CFP is that you can broaden your service offerings as an accountant. Instead of just preparing tax returns and financial statements, you can also help your clients with financial planning, investment management, retirement planning, estate planning, insurance planning, and more. By offering a wider range of services, you can provide more value to your clients and build stronger relationships with them. You can also diversify your income sources and reduce the risk of losing clients due to seasonal or economic fluctuations.

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Daiane Tavares

Consultora Financeira Pessoal
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Concordo, e o acesso e a habilita??o para estar abordando estes servi?os é o que me motiva a estar tirando está certifica??o

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Leandro Lima, CEA

Especialista em Investimentos Santander AAA | LinkedIn Creator
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Planejadores financeiros podem ser remunerados de várias maneiras, incluindo taxas fixas, taxas por hora, comiss?es ou uma combina??o dessas. A estrutura escolhida pode afetar diretamente o potencial de renda. O profissional CFP precisa além de ter todo conhecimento adquirido na certifica??o, estar atento ao formato de remunera??o ao trabalhar como aut?nomo, o qual é possível escalar o negócio por meio digital.

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3 Greater career flexibility

A third benefit of becoming a CFP is that you can have greater career flexibility as an accountant. You can choose to work as an independent financial planner, as part of a financial planning firm, or as an employee of a bank, brokerage, or insurance company. You can also specialize in a niche market, such as serving high-net-worth individuals, small businesses, or nonprofit organizations. You can also leverage your CFP credentials to pursue other career opportunities, such as teaching, writing, or consulting.

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Leandro Lima, CEA

Especialista em Investimentos Santander AAA | LinkedIn Creator
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Eu penso que embora haja potencial para flexibilidade na carreira de um Planejador Financeiro Certificado, isso pode variar entre os profissionais e as circunstancias individuais. Alguns podem optar por ter uma prática mais flexível, enquanto outros podem escolher estruturas mais tradicionais de emprego. A flexibilidade nessa carreira muitas vezes resulta das escolhas pessoais e estratégias de negócios adotadas pelo próprio profissional. Acredito que a tendência é de que esses profissionais trabalhem no formato de consultor individual, pois a remunera??o pode ser bem mais atrativa.

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4 Enhanced reputation and credibility

A fourth benefit of becoming a CFP is that you can enhance your reputation and credibility as an accountant. CFPs are widely regarded as the gold standard in financial planning, as they have to adhere to rigorous standards of education, experience, ethics, and examination. By becoming a CFP, you can demonstrate your commitment to excellence and professionalism in your field. You can also join a network of over 87,000 CFPs in the US who share the same values and vision. You can benefit from the resources, support, and recognition that the CFP Board and other professional associations offer.

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Daiane Tavares

Consultora Financeira Pessoal
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Uma pena que no Brasil está certifica??o n?o é muito conhecida, a defasagem na educa??o financeira da popula??o no geral torna a certifica??o desconhecida para grande parte da popula??o, que necessitaria dos profissionais com estas credenciais. Acredito que deve haver um trabalho das pessoas que acreditam numa vida mais próspera por meio da educa??o, para difundir a certifica??o, com mais profissionais habilitados aderindo e estando preparados para atender cada vez mais pessoas para melhorar a educa??o financeira do país.

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5 Personal satisfaction and growth

A fifth benefit of becoming a CFP is that you can achieve personal satisfaction and growth as an accountant. You can use your skills and knowledge to help your clients achieve their financial goals and improve their lives. You can also enjoy the intellectual challenge and variety that financial planning entails. You can keep learning and updating your skills as the financial landscape changes and evolves. You can also fulfill your passion and purpose as an accountant and a financial planner.

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Marc Daner

I help you build & protect wealth. || Founder, Daner Wealth || CFP? || Husband & Father
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Obtaining the CFP certification involves extensive self-study in various financial topics. Continuing education is required to stay current with new products, strategies, and regulatory changes. The satisfaction of mastering this knowledge and bettering clients' financial lives is incredibly rewarding. The personal impact is the ultimate reward for attaining the CFP certification.

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Amin Valencia

Asesor financiero , contable,Gestión de Crédito y Finanzas. Gestión ante los organismos públicos. control interno.
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Hoy en día, nosotros los profesionales tenemos un reto. El futuro es hoy, no hay vuelta atrás. La ciencia y La tecnología nos empuja y hasta nos obliga de ir a la mano de ellos. Actualizarnos y capacitarnos en estos ámbitos, nos hace competitivos y sabremos enfrentar los problemas y conflictos que se nos presentan a diario. Así que, todas las oportunidades para adquirir conocimiento debe ser bienvenida. El que no se monta en este tren, puede quedar aislado y no tendrá suficientes respuestas y herramientas para entender y responder a las crisis financieras, económicas, sociales, culturales e inclusive espirituales .

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Daiane Tavares

Consultora Financeira Pessoal
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Certamente este é um dos pontos de maior destaque nos levantados, estar em constante aprendizado, buscando conhecimento e saindo da zona de conforto é fundamental para uma vida equilibrada, independente da profiss?o, mas certamente para o profissional da área financeira lhe agregará maior confian?a e credibilidade, lhe deixando mais autoconfiante e consequentemente lhe trazendo benefícios em todas as áreas, seja pessoal como profissional.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Essam Tageldin

| Financial Reporting | Financial Modeling | Feasibility Studies | Business Valuation | Investment | Finance | Accounting | Chartered Accountant & Auditor | MBA Candidate
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Competitive Edge | Higher Earning Potential | Career Advancement |Personal Growth | Enhanced Confidence | Master Financial Knowledge

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Heather Marie Pentangelo Fischetti

Entrepreneur?Teaching others how money works ?Building entrepreneurs into legacy makers?Creating peace of mind for families #nofamilyleftbehind
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Ask for credentials when looking for a CFP - there are alot of people out there now that are claiming (even thought it is illegal) they are CFPs and advisors but are just insurance agents - the license for LAH helps get your foot in the door towards series licenses and being able to call yourself a financial advisor or a CFP, but they are not. DO YOUR OWN DUE DILIGENCE

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What are the benefits of becoming a Certified Financial Planner (CFP)?

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1 Higher income potential

2 Broader service offerings

3 Greater career flexibility

4 Enhanced reputation and credibility

5 Personal satisfaction and growth

6 Here’s what else to consider

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